Asset Planning Services (Pennsylvania)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-784
| Closed | -$39K | – | 281 |
|
|
2018
Q3 | $39K | Hold |
784
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $40K | Sell |
784
-248
| -24% | -$12.7K | 0.02% | 140 |
|
|
2018
Q1 | $54K | Hold |
1,032
| – | – | 0.03% | 125 |
|
|
2017
Q4 | $51K | Hold |
1,032
| – | – | 0.03% | 134 |
|
|
2017
Q3 | $48K | Hold |
1,032
| – | – | 0.03% | 146 |
|
|
2017
Q2 | $47K | Hold |
1,032
| – | – | 0.03% | 139 |
|
|
2017
Q1 | $46K | Hold |
1,032
| – | – | 0.03% | 149 |
|
|
2016
Q4 | $49K | Hold |
1,032
| – | – | 0.04% | 136 |
|
|
2016
Q3 | $39K | Hold |
1,032
| – | – | 0.03% | 139 |
|
|
2016
Q2 | $37K | Buy |
+1,032
| New | +$37K | 0.03% | 154 |
|